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Podcast: The 401(k) Audit CPA Success Show
Episode: 7 Tips to Become a Proactive Plan Administrator
Description: Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing:Â https://anderscpa.com/401k-audits/Â Topics discussed in this episode include:Tips on defining roles within your 401(k) plan to promote more cohesionThe importance of access reviews and why access levels are an equally important part of the discussionBenefits of a compliance calendar, plus tips to create one that helps you meet deadlines and improve processesWhy hiring an investment advisor could help improve participant satisfaction and be a part of your due diligenceEpisode resources:...